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CLEARWIRE CORPORATION 401K PLAN
Investment Model Portfolios

Investment options of CLEARWIRE CORPORATION 401K PLAN

Total Available Funds: 45
Asset Class Ticker Description
US EQUITY
LARGE VALUE AAGPX American Beacon ABF Large Cap Value PA
LARGE GROWTH FCNTX FID CONTRAFUND
LARGE GROWTH FBGRX Fidelity Funds Fidelity Blue Chip Growth Fund
LARGE BLEND FDGFX Fidelity Funds Fidelity Dividend Growth Fund
Mid-Cap Growth FDEGX Fidelity Funds Fidelity Growth Strategies Fund
LARGE VALUE FSLVX Fidelity Funds Fidelity Large Cap Value Fund
MID-CAP BLEND FLVIX Fidelity Funds Fidelity Leveraged Co Stk Fund
LARGE VALUE FEQIX Fidelity Funds Fidelity Managed Income Portfolio
LARGE BLEND FSTVX Fidelity Funds Spartan Total Mkt Index Fund
LARGE BLEND FUSEX Fidelity Funds Spartan U.S. Equity Index Fund
LARGE BLEND NPRTX Neuberger Berman NB Partners Trust
SMALL VALUE NOSGX Northern Funds Northern Small Cap Value
Mid-Cap Growth RIMSX Rainier Investment Rainier Small/Mid Cap
Small Growth RVPIX Royce Value Plus Series
SMALL BLEND RSPFX RS Investments RS Partners A
LARGE BLEND FUSVX SPTN 500 INDEX ADV
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE VALUE PAFDX TRP EQUITY INC ADV
MID-CAP VALUE CBMSX Wells Fargo WFA C&B Midcap Value
SMALL BLEND SMVAX Wells Fargo WFA Small Cap Value
Mid-Cap Growth STCSX WFA COMMON STOCK INV
Others
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Moderate Allocation FBALX Fidelity Funds Fidelity Balanced Fund
Target Date 2031-2035 FFTHX Fidelity Funds Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFVX Fidelity Funds Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFCX Fidelity Funds Fidelity Freedom 2010 Fund
Target Date 2011-2015 FFVFX Fidelity Funds Fidelity Freedom 2015 Fund
Target Date 2016-2020 FFFDX Fidelity Funds Fidelity Freedom 2020 Fund
Target Date 2021-2025 FFTWX Fidelity Funds Fidelity Freedom 2025 Fund
Target Date 2026-2030 FFFEX Fidelity Funds Fidelity Freedom 2030 Fund
Target Date 2031-2035 FFTHX Fidelity Funds Fidelity Freedom 2035 Fund
Target Date 2036-2040 FFFFX Fidelity Funds Fidelity Freedom 2040 Fund
Target Date 2041-2045 FFFGX Fidelity Funds Fidelity Freedom 2045 Fund
Target Date 2046-2050 FFFHX Fidelity Funds Fidelity Freedom 2050 Fund
Retirement Income FFFAX Fidelity Funds Fidelity Freedom Income Fund
INTERNATIONAL EQUITY
EUROPE STOCK FECAX Fidelity Funds Fidelity Cap Appreciation Fund
Foreign Large Blend FDIVX Fidelity Funds Fidelity Diversified International Fund
Foreign Large Growth AIEVX INVS INTL GROWTH I
Foreign Large Blend OAKIX OAKMARK INTL I
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity Funds Fidelity U.S. Bond Index Fund
Intermediate-Term Bond MGFIX Managers Bond Fund
Inflation-Protected Bond PARRX PIMCO REAL RTN BD AD
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Intermediate-Term Bond FSITX SPTN US BOND IDX ADV

Investment model portfolios

We provide two types of investment model portfolios for CLEARWIRE CORPORATION 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CLEARWIRE CORPORATION 401K PLAN Strategic Asset Allocation - Optimal Moderate NA 28.36% 43.89% 32.10% 17.62% 15.36% 12.74% 13.49%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CLEARWIRE CORPORATION 401K PLAN Tactical Asset Allocation Moderate NA -3.97% -0.28% 1.18% 2.27% 4.68% 5.87% 6.80%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000